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Moneta Group Investment Advisors’s Spire SR Stock Holding History

Moneta Group Investment Advisors’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$362K Buy
4,003
+1,108
+38% +$97.2K ﹤0.01% 583
2025
Q4 		$239K Sell
2,895
-248
-8% -$21.1K ﹤0.01% 705
2025
Q3 		$256K Sell
3,143
-437
-12% -$33.2K ﹤0.01% 666
2025
Q2 		$261K Buy
+3,580
New +$268K ﹤0.01% 598
2023
Q3 		– Sell
-3,963
Closed -$251K – 557
2023
Q2 		$251K Sell
3,963
-150
-4% -$10.1K 0.01% 457
2023
Q1 		$288K Buy
4,113
+290
+8% +$20.6K 0.01% 418
2022
Q4 		$276K Sell
3,823
-2,209
-37% -$150K 0.01% 386
2022
Q3 		$376K Buy
6,032
+842
+16% +$60.2K 0.01% 308
2022
Q2 		$386K Sell
5,190
-91
-2% -$6.84K 0.01% 339
2022
Q1 		$379K Sell
5,281
-499
-9% -$33.1K 0.01% 326
2021
Q4 		$377K Buy
5,780
+517
+10% +$32.7K 0.02% 341
2021
Q3 		$322K Buy
5,263
+1,029
+24% +$70.4K 0.01% 351
2021
Q2 		$306K Buy
4,234
+404
+11% +$30.1K 0.01% 360
2021
Q1 		$283K Buy
+3,830
New +$256K 0.02% 345
2019
Q3 		– Sell
-3,325
Closed -$279K – 303
2019
Q2 		$279K Sell
3,325
-576
-15% -$48.3K 0.03% 194
2019
Q1 		$321K Buy
+3,901
New +$304K 0.03% 171
2018
Q2 		– Sell
-1,177
Closed -$85K – 609
2018
Q1 		$85K Buy
1,177
+177
+18% +$12.1K 0.01% 264
2017
Q4 		$75K Buy
+1,000
New +$77.6K 0.01% 260
2015
Q4 		– Sell
-800
Closed -$44K – 373
2015
Q3 		$44K Buy
+800
New +$42.6K 0.01% 247

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Moneta Group Investment Advisors's SR Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Spire (SR) stake by 38% in Q1 2026, buying an estimated $97.2K and bringing the position to 4,003 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Moneta Group Investment Advisors first reported a position in SR in Q3 2015 and has held it in 19 quarters since. The position peaked at $386K in Q2 2022. 401 funds tracked by Wall St. Rank hold SR as of Q1 2026.

  • Moneta Group Investment Advisors held 4,003 shares of Spire worth $362K as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,108 Spire shares in Q1 2026, an estimated $97.2K.
  • Spire made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #583 holding.
  • Moneta Group Investment Advisors first reported a position in Spire in Q3 2015 and has held it in 19 quarters since.
  • Moneta Group Investment Advisors's Spire position peaked at $386K in Q2 2022.
  • 401 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.